A comprehensive financial strategy should include your short-term and long-term objectives – as well as planning for your legacy. Whether it’s building retirement savings during your lifetime or ensuring support for your loved ones afterward, we’re here to help with each of those goals and more.
• One-on-one financial wellness
Your actions today inform your tomorrow. Take the guesswork out of budgeting with our team of Certified Credit Union Financial Counselors™. They can meet with you to review your spending plans, find areas of improvement, and help you save money now that could help you later in life.
• Retirement savings
Tailor your savings to your financial goals with Traditional and Roth Individual Retirement Accounts (IRAs), featuring our excellent credit union certificate rates and flexible terms. We could even support you through your IRA distribution and withdrawal process. Learn more about IRAs at visionsfcu.org/IRAs.
• Trusts and more!
Looking for additional options for securing your legacy for your loved ones? Ask to speak with our experts. We offer Totten Trusts, Custodian and Guardianship Accounts, Uniform Transfer to Minors (UTMA), Funeral Trusts, and more.
To explore how we can support your savings goals, retirement planning, and legacy, visit your local branch or call us at 800.242.2120. Find a branch near you at visionsfcu.org/locations.
*Visions membership requires $1 minimum deposit. Certain membership eligibility details apply; ask for details or visit visionsfcu.org/join. Federally insured by NCUA.
